Bill Nygren - Oakmark Funds
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    156
Portfolio value:    $74,879,237,060
Holdings Activity Buys Sells    History
Holding/activity history for  THOR Industries, Inc. (THO)
← All THO superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 962,577 0.10 Reduce 9.28% 0.01 $74.68–122.83 · VW $92.47i $76,900,316 SEC
2025   Q4 1,060,985 0.14 Reduce 1.96% <0.01 $94.50–117.09 · VW $104.75i $108,931,304 SEC
2025   Q3 1,082,180 0.18 Reduce 18.45% 0.04 $86.84–114.49 · VW $101.67i $112,211,221 SEC
2025   Q2 1,327,051 0.19 Reduce 9.71% 0.02 $63.16–91.16 · VW $81.04i $117,855,374 SEC
2025   Q1 1,469,778 0.19 Reduce 1.44% <0.01 $75.11–106.83 · VW $85.92i $111,423,864 SEC
2024   Q4 1,491,290 0.24 Reduce 38.18% 0.17 $92.83–118.85 · VW $102.46i $142,731,368 SEC
2024   Q3 2,412,118 0.44 Reduce 9.45% 0.04 $90.76–113.47 · VW $104.71i $265,067,679 SEC
2024   Q2 2,663,834 0.42 Add 3.50% 0.01 $88.37–117.48 · VW $99.77i $248,935,242 SEC
2024   Q1 2,573,754 0.49 Reduce 4.09% 0.02 $98.37–129.31 · VW $115.01i $302,004,256 SEC
2023   Q4 2,683,623 0.55 Add 2.60% 0.01 $84.55–122.00 · VW $108.27i $317,338,477 SEC
2023   Q3 2,615,529 0.49 Reduce 13.06% 0.08 $88.98–116.31 · VW $100.14i $248,815,281 SEC
2023   Q2 3,008,564 0.59 Reduce 0.20% <0.01 $74.50–105.15 · VW $94.38i $311,386,369 SEC
2023   Q1 3,014,515 0.47 Add 5.36% 0.02 $74.56–105.36 · VW $86.52i $240,076,007 SEC
2022   Q4 2,861,284 0.44 Reduce 6.62% 0.03 $68.26–93.14 · VW $78.96i $215,998,335 SEC
2022   Q3 3,064,146 0.46 Reduce 4.14% 0.02 $67.09–96.11 · VW $77.73i $214,429,000 SEC
2022   Q2 3,196,326 0.48 Reduce 1.93% <0.01 $66.26–89.60 · VW $76.86i $238,861,000 SEC
2022   Q1 3,259,324 0.41 Add 25.18% 0.08 $78.67–108.58 · VW $88.65i $256,509,000 SEC
2021   Q4 2,603,695 0.42 Add 3.94% 0.02 $92.20–128.87 · VW $108.28i $270,185,000 SEC
2021   Q3 2,504,908 0.49 Add 29.97% 0.11 $103.06–128.73 · VW $118.18i $307,503,000 SEC
2021   Q2 1,927,247 0.35 Add 26.40% 0.07 $101.79–149.38 · VW $121.39i $217,779,000 SEC
2021   Q1 1,524,683 0.35 Add 6.55% 0.02 $92.25–152.20 · VW $126.40i $205,436,000 SEC
2020   Q4 1,430,959 0.26 Add 3.57% <0.01 $78.64–107.59 · VW $93.07i $133,065,000 SEC
2020   Q3 1,381,574 0.32 Reduce 5.35% 0.02 $86.17–121.33 · VW $100.92i $131,609,000 SEC
2020   Q2 1,459,642 0.38 Add 22.95% 0.07 $35.43–118.89 · VW $86.95i $155,496,000 SEC
2020   Q1 1,187,212 0.14 Add 81.05% 0.06 $32.30–89.45 · VW $54.64i $50,077,000 SEC
2019   Q4 655,747 0.09 Add 1.41% <0.01 $51.35–76.80 · VW $67.48i $48,715,000 SEC
2019   Q3 646,637 0.07 Reduce 0.21% <0.01 $42.05–60.53 · VW $53.07i $36,626,000 SEC
2019   Q2 647,982 0.07 Add 0.28% <0.01 $51.13–71.66 · VW $60.41i $37,875,000 SEC
2019   Q1 646,187 0.07 Add 15.43% <0.01 $49.65–71.00 · VW $61.01i $40,303,000 SEC
2018   Q4 559,822 0.06 Add 28.71% 0.01 $47.71–85.53 · VW $61.75i $29,111,000 SEC
2018   Q3 434,958 0.06 Add 3201.14% 0.06 $83.46–109.94 · VW $92.37i $36,406,000 SEC
2018   Q2 13,176 <0.01 Buy <0.01 $89.89–117.20 · VW $101.49i $1,283,000 SEC
2013   Q3 0 0.00 Sell 100.00% 0.02 $49.23–59.16 · VW $55.48i SEC
2013   Q2 187,194 0.02 Reduce 3.26% <0.01 $34.51–50.14 · VW $44.61i $9,206,000 SEC
2013   Q1 193,494 0.02 Reduce 6.61% <0.01 $35.64–44.28 · VW $38.90i $7,119,000 SEC
2012   Q4 207,194 0.02 Reduce 9.44% <0.01 $34.93–45.75 · VW $39.37i $7,755,000 SEC
2012   Q3 228,800 0.02 Reduce 10.73% <0.01 $26.59–37.49 · VW $33.47i $8,310,000 SEC
2012   Q2 256,300 0.02 $27.41 $7,025,000 SEC
2012   Q1 256,300 0.02 $31.56 $8,089,000 SEC
2011   Q4 256,300 0.02 Add 5.43% <0.01 $21.41–29.08 · VW $25.97i $7,030,000 SEC
2011   Q3 243,100 0.02 Buy 0.02 $17.62–29.41 · VW $23.06i $5,385,000 SEC
2009   Q3 0 0.00 Sell 100.00% <0.01 $16.65–32.70 · VW $26.77i SEC
2009   Q2 37,900 <0.01 Add 34.88% <0.01 $15.19–23.42 · VW $18.99i $696,000 SEC
2009   Q1 28,100 <0.01 Reduce 15.36% <0.01 $9.54–16.40 · VW $13.85i $438,000 SEC
2008   Q4 33,200 <0.01 Reduce 98.18% 0.23 $12.06–24.74 · VW $16.66i $438,000 SEC
2008   Q3 1,826,950 0.24 Reduce 25.46% 0.07 $17.82–31.85 · VW $24.83i $45,345,000 SEC
2008   Q2 2,450,900 0.27 Add 8.36% 0.02 $21.10–31.32 · VW $24.56i $52,106,000 SEC
2008   Q1 2,261,900 0.36 Add 174.00% 0.23 $28.25–38.59 · VW $32.20i $67,337,000 SEC
2007   Q4 825,500 0.15 Add 192.63% 0.10 $31.43–52.31 · VW $40.58i $31,378,000 SEC
2007   Q3 282,100 0.04 Reduce 10.64% <0.01 $38.68–47.39 · VW $43.69i $12,691,000 SEC
2007   Q2 315,700 0.06 Reduce 10.59% <0.01 $38.73–46.82 · VW $43.56i $14,251,000 SEC
2007   Q1 353,100 0.05 Buy 0.05 $38.50–48.02 · VW $41.97i $13,908,000 SEC
Price snapshot:
Current price$71.96
Avg. buy price$89.58
+/- since buy-19.67%
52-week low$69.23
52-week high$121.16